Kurt Schrader
Kurt Schrader is a CFP-designated registered investment advisor at Carbahal Olsen Financial Services Group LLC, based in Davis, CA, with 8 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 243 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
COFS manages investments for a fee based on a percentage of the value of your portfolio. The exact fee is specified in your agreement. The fee is deducted from your account quarterly. The range of fees is:
- $50,000 - $250,000: 1.00% - 1.75%
- $250,001 - $499,999: 0.85% - 1.60%
- $500,000 - $999,999: 0.65% - 1.40%
- $1,000,000 - $2,499,999: 0.40% - 1.15%
- $2,500,000+: Contact COFS for pricing
For annuity programs, the maximum flat fee ranges from up to 0.70% to up to 1.00% depending on the account value.
Location
1107 Kennedy Pl, Ste 3, Davis, CA, 95616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Carbahal Olsen Financial Services Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.